-0.6%
ESTC vs VT
+10.5%
-11.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | -11.5% | -2.3% | -9.2% | -9.6% |
| 30D | -7.5% | -5.0% | -2.6% | -3.3% |
| 3M | +23.1% | -4.9% | +27.9% | +28.7% |
| 6M | +75.3% | -1.5% | +76.8% | +79.7% |
| YTD | +14.1% | +8.5% | +5.6% | +9.3% |
| 1Y | -0.6% | +11.4% | -12.0% | -6.6% |
| All | -0.6% | +10.5% | -11.1% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling